Acumatica Data Sheet Analytics and Reporting

Acumatica Cloud ERP

Acumatica’s business intelligence capabilities enable you to easily visualize and analyze key data and insights across all areas of your business

Acumatica Analytics and Reporting helps you accelerate decision making with a set of reporting tools that can be used to deliver customized views of your business to every department in your organization. Reports can be tailored to meet the information needs of all roles and people in your organization. Reports are delivered in real-time and specific data can be restricted to authorized users as needed.

Key Features of Acumatica Analytics and Reporting

Drilldown reporting – Access greater levels of detail with the ability to drill-down into reports and trace data all the way back to the data entry screen.

Inquiries for quick views – Quickly access information by running on-screen inquiries, with no need to configure or download a report.

Interactive report viewing – Enhance report viewing with an interactive experience that includes clickable results which are searchable and can be modified to provide different views

Report scheduling – Automate the reporting process by scheduling reports to run at the frequency you need and automating report distribution.

Microsoft Excel integration – Keep your reports alive with the ability to export inquiries to Excel and each time you refresh the report within Excel the data will automatically reflect updates made in Acumatica Analytics and Reporting.

Key Benefits


Fully-Integrated Reporting Engine

Acumatica’s integrated reporting engine allows you to retrieve online reports to make better, faster, and more informed decisions. Reports can be produced in HTML, PDF, Excel, and Word formats so they can be easily shared with others. Acumatica supports generation of signed PDF documents and automates report delivery over email.


Real-Time Dashboards

Acumatica’s dashboards allow you to present a customized view of key information in a visual format using tables, pie charts, and other graphics. Dashboard content is dynamically generated to provide real-time results across your entire organization. Clicking on a dashboard element enables users to drill-down to successively higher levels of detail. Dashboards can include not only reports and inquiries, but also help screens, announcements, key performance indicators, and wiki articles.


Personalized Reporting Experiences

Acumatica’s intuitive user interface enables users to design their own dashboard with little or no training to deliver real-time information, customized for their particular need. Users can also customize a “home” dashboard as well a dashboard for each different module.

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